Profile's FundsDataOnline
Quick Fund Switch See this page on the new FundsData beta
E-mail     Print
Coronation Industrial Fund Summary Fact Sheet
South African--Equity--Industrial

Technical Overview
Formation Date: 1 Jul 1998
Holdings: 30
Original Price: 1000
Pricing System: Forward
Price (P - Class)
Sarah-Jane Alexander, BBusSc, CFA
Sarah-Jane joined the Coronation investment team in 2008 as an equity analyst. Her current responsibilities include co-managing the Coronation Industrial Fund and researching food producers and hospital stocks amongst others. Prior to joining Coronation, she formed part of the investment team at JP Morgan Asset Management in London where she was a European research analyst and then co-manager of their UK Smaller Companies Fund.
Adrian Zetler, BCom (Hons), CA (SA), CFA
Sector: South African-Equity-Industrial
Fund Size: R952 386 378 (as at 31 Mar 2019)
Sector Rank: 4 out of 5
(lump sum over 1 years to 31 May 2019)
Overall Rank: 1208 out of 1254
(lump sum over 1 years to 31 May 2019)
R1000 invested on 31 May 2018 was worth R936.54 on 31 May 2019 (-6.35% annual compound return)
R100 per month since 31 May 2018 was worth R1 190.25 on 31 May 2019 (-1.51% annual return compounded monthly)
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
Focus and Objective
Invests in a broad range of domestic industrial shares.
Latest Fund Manager Comment / News
Coronation Industrial comment - Sep 18
It was a challenging quarter for markets, and the fund returned -10.1% for the quarter.  ...more
News Archive
Click here for complete news archive for this fund.
Top Holdings on 31 Mar 2019
Share No Units Value (Rm) % of Fund
NASPERS-N 96 636 322.00 33.81%
BATS 135 172 82.17 8.63%
RICHEMONT 736 238 77.06 8.09%
MTN GROUP 492 897 45.28 4.75%
BIDCORP 108 940 32.46 3.41%
Totals   558.98 58.69%
Comparative Performance
Portfolio Structure as at 31 Mar 2019
Click here for complete portfolio for this fund.
Dividend Data
Click here for Dividend History for this fund.
Fees and Charges
Click here for fees and charges for this fund.
Sectoral Information
Click here for Sectoral Information for this fund.

Follow us on:

Profile Group (Pty) Ltd. has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information.
Other Profile Group sites: ShareData Online (stock market data) | Profile's Financial Markets | Profile Group corporate site
Terms of Use |  Privacy Policy |  PAIA manual |  Site Map |  Powered by ProfileData |  © Copyright Reserved 2019  ]
   Disclaimer: Profile Media (Pty) Ltd has taken care in preparing all information on this website, but does not accept any liability for errors or out-of-date information. © Copyright Reserved 2019